Keith DeGreen, J.D. CFP®CEO and Portfolio Manager

Named one of the top 100 Investment Advisors in the U.S., Keith founded DeGreen Capital Management in 2009 after flunking retirement. In 2006 Keith sold DeGreen Wealth Management, an investment advisory firm in Scottsdale, Arizona, with $640,000,000 of assets under management. During his sabbatical he piloted his boat across the Pacific, wrote The Emerging Markets Book, and developed the ETF investment protocols he now uses for himself and his clients at fee-only DeGreen Capital Management (DCM). Continuing his travels (by plane!), Keith has met with business and investment professional in more than twenty countries. Click here for photos, videos and commentary from Keith’s exciting boat adventure across the Pacific at www.theglobaladventure.com.

To keep clients fully informed, Keith frequently communicates with them by email. DCM regularly holds client events. Using his own money, he developed and tested what is now DeGreen Capital Management’s MARKTORS® portfolio management program, and has pioneered world-wide market and sector investing through the growing universe of low-cost, U.S.-traded, exchange traded funds (ETFs). He remains DCM’s first investor. Participating investors invest with Keith, through their own separately-managed accounts at Charles Schwab.

Keith has hosted Arizona’s most popular investment show for nearly three decades, on NewsTalk 550 KFYI. “The Most Important in Radio” airs Saturdays at NOON, or CLICK HERE to catch our show podcasts. Keith was Arizona’s Republican candidate for U.S. Senate in 1988. He was a candidate for Governor in 2005 but withdrew due to a family illness. Keith has been a Certified Financial Planner since 1987. He earned his law degree at The University of Cincinnati School of Law approximately 100 years ago (or so it seems), and earned his undergraduate degree at Miami University of Ohio. He is a member of the State Bar of Arizona. Keith served in Vietnam with the United States Marine Corps. He received the Purple Heart and earned the rank of Sergeant.

Keith and his wife, Lynn, live in Paradise Valley, and have called the Phoenix area home for more than 40 years. He is a native of Chagrin Falls, Ohio, (the “Financial Capital of the World” – pop. 5000) where the family also maintained a home until recently. Keith is the proud father of five children and six grandchildren. His children range in age from 49 to 22. Keith is obviously a financial-, not a family, planner.

Contact

MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS A FEE-ONLY INVESTMENT ADVISOR REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION, AND MAY ACCEPT CLIENTS THROUGHOUT THE UNITED STATES, SUBJECT TO STATE REGISTRATION OR WAIVER PROCEDURES. A MORE DETAILED DESCRIPTION OF THE COMPANY, ITS MANAGEMENT AND PRACTICES IS CONTAINED IN ITS REGISTRATION DOCUMENT, FORM ADV PART II. A COPY OF THIS FORM MAY BE OBTAINED BY CONTACTING THE COMPANY AT ITS HOME OFFICE: 4800 NORTH SCOTTSDALE ROAD, SUITE 1800, SCOTTSDALE, AZ 85251. PHONE: 480.609.9900. PAST PERFORMANCE OF SECURITIES OR OF INVESTMENT STRATEGIES EMPLOYED, IS NO GUARANTEE OF FUTURE RESULTS OR RETURNS. INVESTMENT RETURN AND PRINCIPAL VALUE WILL FLUCTUATE SO THAT AN INVESTMENT, WHEN SOLD OR REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL COST. INVESTMENTS IN FOREIGN MARKETS, EVEN WHEN MADE THROUGH U.S.-TRADED ETFS, ARE SUBJECT TO VARIOUS INVESTMENT, TRADING, AND FOREIGN EXCHANGE RISKS, AND OTHER RISKS, INCLUDING THE RISK OF POSSIBLE LOSS OF PRINCIPAL. ALL INVESTING INVOLVES RISK, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL. PROSPECTIVE INVESTORS SHOULD UNDERSTAND THESE POTENTIAL RISKS BEFORE INVESTING.